Trust Accounting

The Trust Accounting forum gives you the opportunity to have a say about what is important to your business.

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  1. Tenant Ledger needs all transactions on it, not just payments

    The Tenants Ledger should have all the transactions on it not just the payments made. It should also have when the Breaches, Termination Notices, invoices sent out etc on it. The Tenant Ledger should be a complete reflection of the Tenancy, not just the payments made.

    413 votes
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    READY FOR VOTES  ·  17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Consolidated End Of Financial Year Report

    We are having issues with owners who have multiple properties and understanding their EOFY Statement. They pay to receive these statements yet are required to add their figures together as we are not able to create a consolidated EOFY statement like what was able to be created in REST. We were able to create a property break down but also a consolidated report as well. We are now creating these reports manually for Owners through Excel. It would be fantastic if Property Tree could create reports extremely similar to REST - with Monthly Breakdown, Consolidated Report etc.

    15 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. advise tenant of cancelled receipt/refund

    - When cancelling a receipt it would be handy if the explanation as to why it was cancelled was printed on the cancelled receipt for auditing purposes.

    - Automatically send a cancelled receipt email to the tenant when a receipt is reversed showing the reason why it was reversed

    252 votes
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    READY FOR VOTES  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Remove GST option on invoices for Residential Tenancies

    Residential tenants can not be charged GST. Property Managers at present have to remove the GST when entering a tenant invoice.

    11 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. comment on statement

    being able to manually add a global comment to the bottom of a statement would be helpful to let owners know things like next payments, holiday closures. All

    21 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. I wish there was a way to alter a tenant invoice after there has been a part payment

    I wish there was a way to alter a tenant invoice after there has been a part payment

    11 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Regular owner payments

    Is there some way you can set regular monthly payments to the owner for when a tenant pays months in advance.

    7 votes
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    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Show Invoice credit amount when processing tenant receipts payments

    When posting tenant payments being able to see the amount already held in a tenants invoice credit would be helpful to be able to pay towards invoices loaded etc, when posting receipts you do not currently have this option to see the current amount the tenant has in Inv Credit.

    9 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. rent increase highlighted in red when the receipt screen is open so you can remind a tenant of the pending increase

    When a rent increase in implemented it would be HELPFUL if when the receipt screen is open the date and increase amount is HIGHLIGHTED IN RED so those who are not regular users of PT are alerted to the change and can advise tenant immediately whilst screen is open..

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tenant invoice credit amount should show when posting receipts.

    When entering a tenant receipt, it would be very helpful to see the amount already held in invoice credit, so you can post this amount against further outstanding invoices. For eg, when they pay $10.00 per week for water rather than the full amount so you don't have to manually go and remember to check each payment.

    8 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Feedback: Invoice Arrears

    This space is for the Property Tree community to share their Feedback on Invoice Arrears.

    Please add your comments here. The product team will be monitoring and will use your feedback when building Property Tree enhancements in future releases.

    3 votes
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    FEEDBACK  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Include outstanding disbursements when showing owner available funds

    At current, the available funds only take into account the management fees charged and not if there are any invoices waiting for payment so if an owner calls wanting to know what funds they currently have, you have to manually calculate it. These should be automatically deducted from the 'available funds'.

    16 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create and amend Tenant Debit Batch

    When creating a Tenant debit batch, the screen bounces back to the top after each change to add the rent that is not ticked or where there is no amonnt, making it a very time consuming process. Also it should just allow for you to tick the tenant and the amount automatically default to the usual rent amount. Alternitavely all tenants with rent due should default to being ticked and have the option to untick only the ones necessary instead of the way it is now.

    2 votes
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    0 comments  ·  Receipting  ·  Flag idea as inappropriate…  ·  Admin →
  14. Tenant invoice due date

    Invoice due date for tenant profile should be configurable to state based requirements

    Submitted by customers in classroom training session Oct 18

    21 votes
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    READY FOR VOTES  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. receipting owner funds should be able to enter account code

    all payments to owner just go to owner funds what if refund of incorrectly paid account which has to be re entered. Expense account will not be correct!

    9 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show property manager when receipting

    When receipting tenants rent, it would be great if it showed the property manager for that tenant.

    17 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 2 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Importing bank file - recognise bond amounts

    We use Macquarie DEFT - when importing ABA file for payments received, if a new tenant has paid bond and rent together PT is not recognising this and receipting all to rent. Very dangerous as we can send landlord all money at mid or EOM if not checked thoroughly.

    6 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automatically Allocate Rent Regardless of Amount Paid

    It would save lots of time (and staff wages) if Property Tree allowed all payments received from tenants with the correct refence number, to be allocated automatically to rent regardless of how much money we receive. With the exception that if a tenant invoice has been generated, you get the option to manually allocate funds to rent or the invoice. Currently rent only auto receipts if the rent is paid in full multiples of the weekly rent.

    21 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Transfer Funds From Pay Agency Funds

    Instead of having to transfer from the general account when refunding a portion of a fee to an owner, I would like to be able to transfer from the funds sitting in Pay Agency (as with Rest journals)

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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